PLANSPONSOR Magazine
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Survey
2024 Defined Benefit Administration Survey
Plan Administration
Plan Administration
2025 ERISA Plan Compliance Calendar
The dates that plan sponsors cannot miss next year
Conference Coverage
Conference Coverage
2024 Plan Sponsors in Conversation
How some exceptional plan sponsors are improving their workers’ financial health.
Insights |November - December 2024
A Universal Challenge
I was recently in Australia visiting our Sydney-based media team. It likely isn’t a surprise to you that folks Down...
Participant Analysis |November - December 2024
‘Wellness’ Could Be a Key to Saving
How can plan sponsors support plan participants in improving their retirement outcomes? Considering that, according to the 2024 PLANSPONSOR Plan...
Rules/Regs |November - December 2024
2 Plan Sponsors Win Against Forfeiture Allegations
Using 401(k) plan forfeitures to offset employer matching contributions has been a long-standing practice permitted by U.S. regulators. But a...
Rules/Regs |November - December 2024
More From Washington and the Courts
IRS’ Tax Inflation Adjustments for 2025; DOL Clarifies Scope of Cybersecurity Guidance; Nearly 900 Firms Register With DOL Under Amended...
UpFront |November - December 2024
How to Keep ‘Peak 65’ Skilled Experts
This year, the U.S. population entered the first “Peak 65” year, when about 11,000 Baby Boomers turn 65 each day,...
UpFront |November - December 2024
Public DB Plans Embrace Private Alts
With a growing incentive to invest in private markets, public pension funds have shifted their asset allocations dramatically over the...
UpFront |November - December 2024
‘The U.S. Still Needs Pensions’
The continuing decline in the number and quality of defined benefit pension plans in the U.S. is not only disproportionately...
UpFront |November - December 2024
Income Solution Fees: A Primer
As more plan sponsors consider incorporating lifetime income options into their retirement offerings—and more such options come to market—these sponsors...
UpFront |November - December 2024
Tidbits
More than half of all peak Baby Boomers—those born 1959 through 1964—have assets of $250,000 or less so will likely...
Investments |November - December 2024
Build and Equip
Both company and public plan committees need diversity, good education.
Total Benefits |November - December 2024
SECURE 2.0’s New Match
The IRS speaks to matching student loan payments through the plan.
Total Benefits |November - December 2024
Ask the Experts: SIMPLE IRA Plan Terminations; Self-Certifications in 457(b)s
Do SECURE 2.0 distribution rules apply to all IRA rollovers from the SIMPLE IRA plan or only for participants who...
Plan Design |November - December 2024
Counting the Costs
Even with the fees, a 401(k) is a good investment for participant savings.
Fiduciary Forum |November - December 2024
A Provision Review
Where does the company plan stand in terms of SECURE 2.0?
Inside Angle |November - December 2024
SCOTUS to Decide
The Supreme Court's ruling in Cunningham v. Cornell will determine how the courts treat prohibited transaction pleadings.
Plan Profile |November - December 2024
Helping Transient Workers Save
Wayne-Sanderson Farms, 2024 winner Corporate DC >$200MM – $500MM